I am trying to update an icon on a Dynamics 365 online SiteMap so that it differs from the icon selected for the entity found in the solution. I have tried to use the standard CRM solution SiteMap editor as well as the SiteMap editor found in the XRM Toolbox. It is a custom entity and the icon is a .png with the correct sizing.
When I try to update the icon on the sitemap the icon does not change and defaults to the icon specified for the entity in the solution. When I download the XML of the sitemap it points to the correct image (the one I want) as seen in this screenshot:
Correct icon image in SiteMap XML,
However, if I debug the Javascript of the SiteMap we can clearly see that the source points to a different icon. This icon is the one specified for the entity in the solution:
Debugging of Javascript of the element containing the icon
Icon as setting up for an entity in solution
Anyone have any idea or run into the same sort of problem?
I had the same issue and was able to resolve this. In the dialog called "Icon as setting up for an entity in solution" click on the Unified Interface tab. Then select your 16x16 icon. Save it and publish it. You should now see your new icon.
Related
I am not able to hide 'See All Records' button from UCI, the button is not available in Ribbon Workbench. Please refer below screenshot for better understanding - Is there any other alternative?
Currently I am working on MS Dynamics CRM online version 9.1. I have searched on internet but couldn't find something related to 'See all records' button on sub-grid. I have checked the forms for any setting while adding sub-grid, but no luck.
If you have associated entity in the navigation then this icon will show up. Remove from form editor to remove this.
Read more
“Open Associated view” may be the right keyword to search.
Update:
I verified this in my environments (9.1.0.2251) - these options are not there.
But in our preview org (9.1.0.3010) - I can see it. No way to hide it.
Without associated entity in navigation:
With associated entity in navigataion:
Here My solution after I expensed a lot of time ..
Use Ribbon workbench , then select Home and look for NavigatetoHomepageGrid , button doesn't have an icon.
Hope It helps.
NavigateToHomepageGrid
I have disabled Settings tab(Area) in SiteMap Editor from XRMToolbox for Microsoft Dynamics CRM/365 CE(v1.2018.7.28) yesterday. Yesterday, I could see that Settings tab(Area) with "disabled" status and I was able to enable/disable it.
But today when I open SiteMap Editor from XRMToolbox for Microsoft Dynamics CRM/365 CE(v1.2018.7.28), I don't see Settings tab(Area) with "disabled". How can I enable it?
Can anybody please suggest me?
Note: I have few custom Tabs(Area) in my SiteMap. I don't want to lose them.
You can check the xml code of the sitemap using the icon (next to delete x icon). If it’s missing there it’s messed up.
You will find the Default Sitemap xml in MS docs. Refer/copy the Settings node. (You can take a backup of current Sitemap & Reset from “More actions” to study - just don’t update back to CRM).
You can take it from other environments if it’s applicable. Don’t forget to check Sitemap designer within CRM too.
I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap".
But when I click on the sitemap to edit it nothing happens.
How can I customize the top level tile navigation in CRM ?
For easier editing of sitemap you will have to use some tool like XrmToolbox.
You can edit SiteMap in CRM either manually or using some tool.
On the url below microsoft has mentioned:
Using a sitemap editor can facilitate editing the sitemap.
A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft CRM MVP Tanguy Touzard.
https://msdn.microsoft.com/en-us/library/gg309424.aspx#BKMK_SiteMapEditors
I use SiteMap Editor for Microsoft Dynamics CRM 2011. It is super easy to use.
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
In the XrmToolBox, open the SiteMap editor
Connect to an organisation if not already done:
In the dialogue, click on the New Connection
Provide credentials. After auth, provide it a name.
In the SiteMap editor, click Load SiteMap and update the nodes as needed
Click Update SiteMap
I want to remove the ribbon that automatically creates when a new SubArea is created with XrmToolBox's SiteMap Editor.
See screendump
here.
Do anyone know how to do this?
I solved the problem by using the Application Ribbon. There is some icons that you can hide/unhide at the top of the screen. I think those buttons you automatically get when you create a new SubArea is only shown in the application ribbon, and not in the entities.
Atleast they dissapeared in my solution, by just hiding those buttons in the "home" workspace inside the application ribbon.
There is also some code you can try, but i dont know where :)
Code:
Mscrm.BasicHomeTab.New.NewActivity.Hide
I think its the same code for all buttons, just different names of course.The code above is for the NewActivity button.
I believe that's out-of-box behavior and you can't do anything with it. One thing you can try - open a feature request at Connect portal.
Is it possible to add an icon to a view in CRM – similar to how they now have a delete icon when you hover over a record but we would want the icon to be available all the times based on the status or other factors.
The supported method is to add a ribbon button. I find this tool to be helpful: http://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx